Number of Shares
9,430.00
Current Holdings Value*
$1.42 Mil
% of Portfolio
1.06%
Total Estimate Gain
$277,423.15
% of Total Estimate Gain
8.61%

BNY Mellon Tax Managed Growth Fund's PepsiCo Inc Holding Summary

As of 2025-01-31, BNY Mellon Investment Funds IV, Inc. held 9,430.00 shares of PepsiCo Inc(PEP), totaling $1.42 Mil. This investment constitutes 1.06% of their stock portfolio, and BNY Mellon Investment Funds IV, Inc. now holds 0% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2019Q4. And since then BNY Mellon Tax Managed Growth Fund has made 1 purchases of PEP, at an average price of $140.51, for a total of 22,945.00 shares. In addition, there have been 13 sales at an average price of $158.24 for 13,515.00 shares. Based on historical transaction data and PEP's current price of $144.51, BNY Mellon Tax Managed Growth Fund's estimated gain on his PEP holdings is $277,423.15, reflecting a 8.61% gain to date.

BNY Mellon Tax Managed Growth Fund PEP ($144.51) Holding Chart

BNY Mellon Tax Managed Growth Fund PEP ($144.51) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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